Your weekly update on some of our top vacancies and candidates.
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Vacancies:
- Homebased Paraplanner supporting a wide network of advisers – Diploma required – up to £36k – company is a national network with advisers across the UK
- Paraplanner – Birmingham – Up to £40,000 (higher salary negotiable dependent on experience) – Flexible working – Boutique IFA – Free parking – Excellent benefits
- Paraplanner – based in Cheshire – Diploma required – up to £35k – based in the HQ of this large national company offering Financial advice
- Paraplanner – based in Marlborough – Diploma or part diploma qualified if paired with good experience – £30-45k – national firm with offices across the UK with a local office feel
- Paraplanner – based in Huddersfield – Diploma or part diploma qualified if paired with good experience – £28-35k – collborative friendly office with large national backing.
- Financial Services Administrator roles supporting advisers and paraplanners with the end to end administration of the client life cycle. Offering £24 – 28k This company has offices up and down the UK, retaining a small local office feel but with a national backing – due to this growth they are looking to expand their teams in several locations; Chorley, Newcastle, Milton Keynes, Oxfordshire, Cambridgeshire, Marlborough, Huddersfield
- Paraplanner, Harrogate, Salary up to £45,000 – Firm underpinned by strong ethical values – Competitive salary + bonus. – Long term career opportunity – a firm that nurtures you to reach your potential, whatever that looks like! – Hybrid working.
- Trainee Financial Adviser – Looking for a new opportunity in Edinburgh or Glasgow. – Prior experience in a financial adviser role. – Comfortable with prospecting and built up his own network, with potential clients to bring with him. – Strong technical knowledge with experience in investment operations and client servicing. – Looking for a firm that can offer support to reach their potential.
- IFA Administrator (Trainee Financial Adviser) Location: Bristol (1 day a week in the office) – Salary: £28,000 – £30,000 – They will provide you with full training in order to become a qualified Financial Planner, as well as funding your Level 4 Diploma in Financial Planner. Opportunities like these don’t come around often!
Candidates:
Operations Manager (62828)
- London
- Experienced in Operations Management within wealth management
- Has acted as Compliance Officer and technical specialist within operations positions
- Implemented new framework for compliance and HR
- Covered team management, recruitment, HR
- Looking for basic salary of circa £55,000
Senior Paraplanner (62770)
- 8 years Paraplanning experience
- Experience managing a team of Admin’s and Paraplanner
- Used Intelligent Office, FE Analytics and CashCalc
- Cardiff or Newport, hybrid working (also consider remote)
- £40,000 – £45,000 (depending on travel/seniority)
Junior Paraplanner (36648)
- 5 years Financial Planning Admin and Junior paraplanning experience
- Writing suitability reports and cashflow modelling
- Looking for less administration and more paraplanning but happy with a mixture of both
- Keen to start Diploma
- Cardiff or surrounding, hybrid or office based
- £30,000
Senior IFA Administrator (61460)
- 20+ years working in Financial Planning Administration
- Executive Assistant experience
- Working on both existing and new business files
- Cardiff area (2 days in office per day)
- £34,000
Junior IFA Administrator (61519)
- 8 months IFA Admin experience
- LOA’s, liaising with clients and providers, using Intelligent Office
- Looking to complete industry qualifications
- Relocating to Cardiff, happy with office based
- £24,000
Financial Planning Administrator (55755)
- Essex
- 7 years’ experience within financial planning support roles
- Excellent technical knowledge across pensions and investments
- Covers some paraplanning duties including reports
- Looking for administration position, with salary of £30,000
Paraplanner (60703)
- Essex
- 6 years’ experience within technical administration and paraplanning, Level 4 qualified
- Supports four advisers, with over £90mil AUM
- Covers mortgage and protection work, as well as managing administration team
- Looking for paraplanning role, with salary of £35,000+
Operations Manager (62828)
- Essex
- Experienced in Operations Management within wealth management
- Has acted as Compliance Officer and technical specialist within operations positions
- Implemented new framework for compliance and HR
- Covered team management, recruitment, HR
- Looking for operations or compliance based role, with basic salary of circa £55,000
